See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,938 | $105,931+33.0% | $81,930+72.0% | $158,922-11.3% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 6.84% | 38.17%-31.3pp | 29.49%-22.6pp | 302.83%-296.0pp |
| Employer contribution / active EE | $3,669 | $7,800-53.0% | $4,310-14.9% | $4,761-22.9% |
| Participant deferral / active EE | $13,563 | $13,003+4.3% | $7,107+90.8% | $5,982+126.7% |
| Admin fee / account holder | $5,231 | $8,489-38.4% | $5,158+1.4% | $11,246-53.5% |